+152.0%
GE vs NDAQ
+471.8%
-319.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +2.7% | +1.3% | +1.4% | +2.0% |
| 30D | +8.1% | +18.0% | -9.9% | -0.6% |
| 3M | -7.9% | +11.5% | -19.4% | -13.0% |
| 6M | +12.9% | +21.1% | -8.2% | +1.3% |
| YTD | +8.2% | +12.8% | -4.6% | -0.2% |
| 1Y | +9.7% | +25.7% | -16.0% | -4.7% |
| 3Y | +266.1% | +116.8% | +149.3% | +134.1% |
| 5Y | +407.4% | +67.3% | +340.1% | +266.2% |
| All | +152.0% | +471.8% | -319.8% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NDAQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling